Out Wing Wealth

Meet Our Team

The Outwing Team

The Outwing team takes the lead in navigating your wealth giving you more freedom to focus on what truly matters: life, family, and the moments in between

Adam Coons

Founder & Ceo

Adam J. Coons is the Founder & Managing Principal of Outwing Private Wealth Management. With over two decades of experience focused on serving UHNW clients, Adam began his career at Citi Smith Barney (later acquired by Morgan Stanley), and then built his business at Merrill Lynch and, Readmore

Brandon Coons

Chief Operating Manager

Brandon Coon's love for finance began during his internship on the New York Stock Exchange while getting his BBA in Finance from Queens College with a Minor in Economics. Brandon Graduated Magna Cum Laude whilst serving as the Treasurer on the Economics Honors Society. Graduating in January 2008 and landing his first job at Goldman Sachs.

Tammy Truong

Operations Associate

Tammy Truong is an Operations Associate for Outwing Private Wealth. She ensures our workflows, technology, client relationships, and team coordination all work seamlessly to deliver the best experience for our clients.”
Prior to her time at Outwing, Tammy was an entrepreneur and established her own online retail sales business.

Jasmen Chundurduth

Chief of Staff (COS)

Jasmen Chundurduth is the Chief of Staff at Outwing, where she drives strategic alignment, organizational effectiveness, and executive support. With over a decade of experience in executive assistance and digital solutions, she serves as a trusted partner to leadership and a key link across teams. In her role, Jasmen oversees day-to-day priorities and ensures seamless execution of strategic initiatives. Known for her proactive approach, keen attention to detail, and ability to manage complex tasks, she supports Outwing's leadership in maximizing impact and maintaining focus on long-term growth. She brings a global perspective and a strong commitment to excellence in every task.

We run your finances so you can run your businesses and/or live your life.

TRANSPARENCY

We create long term plans so you can have clear visibility for all the major financial events on your horizon, moving you from being reactive to proactive.

APPROVAL

We provide clear approval processes so we always act with your best interests.

REPORTING

We provide on demand and regular reporting including the opportunity for family offsites and in person retreats to plan for major events.

We execute and begin offloading the work from you and other service providers

WE PAY FOR OURSELVES

As experienced family office professionals we can consolidate and reduce bills from service providers, reduce AUM/transaction fees, and free up your high value/cost time such that engaging us is often a significant net uptick in overall annual financial performance.

LET US HANDLE THAT FOR YOU

Our team has broad experience in most financial/life events and can step in to resolve one-off events and where appropriate refer work to other professionals which we oversee on your behalf.

We build generational wealth plans in three steps

TAX / ENTITY STRUCTURING

We work with you and our team of attorneys to ensure tax efficient outcomes for your business, liquidity events and intergenerational transfers.

ASSET MANAGEMENT

Outwing reviews your existing portfolio equity/bond/real estate/and other financial assets to ensure maximize total return on your portfolio.

CASH FLOW MANAGEMENT

We present expense management options to reduce overall costs, ensure spending habits track with your financial planning goals and preserve liquidity as needed.

We spend a considerable amount of time getting to know you, your businesses, your financial assets and your family.

1. BUSINESS ADVISORY

We take a second order approach and work with you to understand both your personal assets and your underlying business entities, their capitalization, harvest time horizons and structuring to identify opportunities to improve tax efficient outcomes, recapitalize, or generate

2. LIQUIDITY

Liquidity/Tax Planning - We review your family/business domiciles, financial spending habits and goals to ensure you have sufficient liquidity and cash flow to live a lifestyle of your choice.

3. EXPENSE MANAGEMENT/COORDINATION

We review your existing service providers and tax/legal engagements, property managers, portfolio allocation, and existing estate plans.

4. RISK MANAGEMENT

We review existing risk management, insurance, administration processes, banking relationships and other liabilities.

6. FINANCIAL PLANNING

As requested we meet with you/your spouse and other family members to ensure a holistic view of the family’s finances and long term goals.

Adam J. Coons is the Founder & Managing Principal of Outwing Private Wealth Management. With over two decades of experience focused on serving UHNW clients, Adam began his career at Citi Smith Barney (later acquired by Morgan Stanley), and then built his business at Merrill Lynch and UBS, where he specialized in serving Private Equity & Venture Capital GPs, entrepreneurs, corporate executives, and wealthy families with significant real estate holdings. He also developed a very unique value proposition for individuals with large concentrated public stock positions. In 2020, he launched Outwing as a Multi-Family Office to deliver independent, conflict-free wealth management advice and services, with a focus on alternative investments and advanced tax and estate planning strategies.

Originally from Long Island, Adam graduated from the University of California, Santa Barbara with dual degrees in Business Economics and Psychology, where he was a member of the Dean’s List and co-captained UCSB’s national championship surf team.

Adam splits his time between Montecito, CA, and New York, with his partner Kendhal and their two French Bulldogs, Alice & Linus. He is deeply involved in philanthropy, supporting marine conservation, youth development, hospice care, and mental health causes.

In 2019, Adam survived a widely publicized Great White Shark attack while surfing off the Channel Islands. He now uses that experience to raise awareness around PTSD, shark research, and ocean related charities, while reinforcing his belief in preparing clients for life’s unforeseen challenges.

Outwing Private Wealth Management is a Registered Investment Adviser registered with the SEC. Advisory services are only offered to clients or prospective clients where Outwing Wealth and its Investment Advisor Representatives are properly licensed or exempt from registration. Securities are offered by Arete Wealth Management, LLC member FINRA, SIPC, NFA. Outwing offers advisory services independent of Arete. Neither firm is affiliated.

Fidelity Investments® and eMoney Advisors LLC (together "Fidelity") is an independent company, unaffiliated with Outwing Private Wealth and the third-party providers listed. There is no form of legal partnership, agency affiliation, or similar relationship between your financial advisor and Fidelity, nor is such a relationship created or implied by the information herein. Fidelity Investments is a registered trademark of FMR LLC. Fidelity provides clearing, custody, or other brokerage services through National Financial Services LLC or Fidelity Brokerage Services LLC, Members NYSE, SIPC. 1186919.1.0

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